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Markets and Uncertain Times

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First, I hope this post finds you and your loved ones safe and well. With the terrible state of affairs in the Ukraine, it’s personally been a reminder of how blessed I am to do what I love with people I truly care about and to have the freedom to do so! War is unpredictable. […]

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Here’s what I’ve been reading this past week or so: 7 Steps to Financial Freedom Financial Freedom. This tends to be the number one goal for most of my clients. The freedom to chose when and how they want to retire. The freedom to chose to downshift their career or to take a risk and go for their […]

Here’s what I’ve enjoyed reading this past week or so: Biden’s Tax Plan’s Potential Impact on your IRA Are you concerned about increasing tax rates? Read this article about Roth conversions and if they might be the right strategy for you. Ed Slott, a leading expert in the land of IRAs and corny jokes, and […]